Generating Reports Guide

Learn how to generate and analyze various reports to track business performance

Getting Started

Rastr.AI provides comprehensive reporting tools to help you track sales, production, and financial performance. This guide will show you how to generate and analyze various reports to make data-driven decisions for your business.

Sales Reports

Sales Overview

  • Total sales by period
  • Sales by product category
  • Customer sales analysis
  • Sales representative performance

Quote Analysis

  • Quote conversion rates
  • Average quote value
  • Time to conversion
  • Lost quote analysis

Order Metrics

  • Order volume trends
  • Average order value
  • Popular products
  • Seasonal patterns

Production Reports

Production Efficiency

  • Production time analysis
  • Stage completion rates
  • Resource utilization
  • Bottleneck identification

Quality Metrics

  • Quality control pass rates
  • Defect analysis
  • Rework statistics
  • Customer satisfaction

Workload Distribution

  • Staff assignments
  • Department workload
  • Capacity planning
  • Overtime analysis

Financial Reports

Revenue Analysis

  • Revenue by product
  • Revenue by customer
  • Payment method analysis
  • Revenue forecasting

Payment Tracking

  • Payment status overview
  • Aging receivables
  • Collection efficiency
  • Payment patterns

QuickBooks Integration

  • Sync status reports
  • Reconciliation reports
  • Financial statements
  • Tax reporting

Custom Reports

Report Builder

  • Select data fields
  • Set filters and parameters
  • Choose visualization types
  • Save report templates

Export Options

  • PDF export
  • Excel spreadsheets
  • CSV data files
  • Email scheduling

Tips and Best Practices

  • Regular Review: Schedule regular report reviews
  • Data Accuracy: Verify data consistency
  • Actionable Insights: Focus on key performance indicators
  • Share Knowledge: Train team on report analysis

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